| Morton Capital Management LLC/CA | 3.67M | $152.3M | — | Held |
| LPL Financial LLC | 3.19M | $132.3M | — | Held |
| Pitcairn Wealth Advisors LLC | 1.34M | $55.4M | — | Held |
| Cetera Investment Advisers | 1.07M | $44.2M | — | Held |
| Asset One Wealth Management LLC | 749.5K | $33.6M | — | Held |
| AMERIPRISE FINANCIAL INC | 789.6K | $32.7M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 762.2K | $31.6M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 716.5K | $29.7M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 654.7K | $28.3M | — | Held |
| Modern Wealth Management, LLC | 568.5K | $23.6M | — | Held |
| Drake & Associates, LLC | 481.7K | $20M | — | Held |
| MML INVESTORS SERVICES, LLC | 414.4K | $17.2M | — | Held |
| JPMORGAN CHASE & CO | 412.3K | $17.1M | — | Held |
| OSAIC HOLDINGS, INC. | 406K | $16.8M | — | Held |
| HighTower Advisors, LLC | 373.5K | $15.5M | — | Held |
| SILVER OAK SECURITIES, INCORPORATED | 339.8K | $14.2M | — | Held |
| Pekin Hardy Strauss, Inc. | 328.3K | $13.6M | — | Held |
| Accordant Advisory Group Inc | 298.7K | $12.4M | — | Held |
| Sanctuary Advisors, LLC | 267.4K | $11.1M | $1.06M | Added$1.93M |
| Security National Bank | 267.4K | $11.1M | — | Held |
| Ameritas Advisory Services, LLC | 264.2K | $11M | — | Held |
| Solstein Capital, LLC | 255.9K | $10.6M | — | Held |
| MONEY CONCEPTS CAPITAL CORP | 238.2K | $9.88M | — | Held |
| Smart Money Group LLC | 234.5K | $9.73M | — | Held |
| Dogwood Wealth Management LLC | 233.3K | $9.68M | — | Held |
| Advisory Services Network, LLC | 191.3K | $7.93M | — | Held |
| Samalin Investment Counsel, LLC | 186.2K | $7.72M | — | Held |
| Lifeworks Advisors, LLC | 185.5K | $7.7M | — | Held |
| Farther Finance Advisors, LLC | 183.4K | $7.61M | — | Held |
| SFG Wealth Management, LLC. | 179.8K | $7.46M | — | Held |
| Capital Wealth Alliance, LLC | 146.8K | $7.18M | — | Held |
| Perennial Investment Advisors, LLC | 169.7K | $7.04M | — | Held |
| PDS Planning, Inc | 167.8K | $6.96M | — | Held |
| Forum Financial Management, LP | 160.1K | $6.64M | — | Held |
| Three Cord True Wealth Management, LLC | 154.7K | $6.42M | — | Held |
| FAS Wealth Partners, Inc. | 147.3K | $6.11M | — | Held |
| Guild Investment Management, Inc. | 144.7K | $6M | — | Held |
| PETRA FINANCIAL ADVISORS INC | 136.1K | $5.64M | — | Held |
| OPPENHEIMER & CO INC | 134.7K | $5.59M | — | Held |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 132.7K | $5.51M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 127.1K | $5.27M | — | Held |
| Faithward Advisors, LLC | 124.9K | $5.18M | — | Held |
| Gladstone Institutional Advisory LLC | 109.7K | $4.55M | — | Held |
| Plan Group Financial, LLC | 107.3K | $4.45M | — | Held |
| Simplicity Wealth,LLC | 105.2K | $4.36M | — | Held |
| Renaissance Technologies | 98.1K | $4.07M | — | Held |
| Atria Investments, Inc | 97.7K | $4.05M | — | Held |
| Rockefeller Capital Management L.P. | 93.3K | $3.87M | — | Held |
| Stratos Wealth Partners, LTD. | 93.1K | $3.86M | — | Held |
| Camarda Financial Advisors, LLC | 86.8K | $3.6M | — | Held |
| Summit Financial, LLC | 85.7K | $3.56M | — | Held |
| Equitable Holdings, Inc. | 85K | $3.53M | — | Held |
| Bucket List Wealth Management, LLC | 81.9K | $3.4M | — | Held |
| EVOKE WEALTH, LLC | 80.7K | $3.35M | — | Held |
| SHEETS SMITH WEALTH MANAGEMENT | 78.8K | $3.27M | — | Held |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76.8K | $3.18M | $59.8K | Added$3.09M |
| Meixler Investment Management, Ltd. | 72.6K | $3.01M | — | Held |
| Creative Planning | 66.7K | $2.77M | — | Held |
| RDA Financial Network | 64.9K | $2.69M | — | Held |
| UMB Bank, n.a. | 64.5K | $2.68M | — | Held |
| EP Wealth Advisors, LLC | 63.6K | $2.64M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 61.8K | $2.56M | — | Held |
| STIFEL FINANCIAL CORP | 58.3K | $2.42M | — | Held |
| Terra Nova Asset Management LLC | 55.7K | $2.31M | — | Held |
| HBW ADVISORY SERVICES LLC | 55.6K | $2.31M | — | Held |
| MORGAN STANLEY | 51.2K | $2.12M | $219.5K | Cut−$259.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 49K | $2.03M | — | Held |
| Main Street Financial Solutions, LLC | 49K | $2.03M | — | Held |
| Tower Wealth Partners, Inc. | 48.9K | $2.03M | — | Held |
| Accurate Wealth Management, LLC | 46.7K | $2.03M | — | Held |
| Sigma Planning Corp | 48.6K | $1.99M | — | Held |
| WESPAC Advisors, LLC | 46.1K | $1.91M | — | Held |
| Warwick Investment Management, Inc. | 44.7K | $1.86M | — | Held |
| SPROTT INC. | 44.6K | $1.85M | — | Held |
| Walkner Condon Financial Advisors LLC | 43.1K | $1.79M | — | Held |
| Valmark Advisers, Inc. | 41.4K | $1.72M | — | Held |
| Washington Trust Advisors, Inc. | 41.1K | $1.7M | — | Held |
| HB Wealth Management, LLC | 39.5K | $1.64M | — | Held |
| Sloy Dahl & Holst, LLC | 39.1K | $1.62M | — | Held |
| OneDigital Investment Advisors LLC | 38.5K | $1.6M | — | Held |
| Mayflower Financial Advisors, LLC | 38.1K | $1.58M | — | Held |
| Peck Wealth Management, LLC | 37.5K | $1.56M | $160.9K | Added$81.7K |
| Baker Ellis Asset Management LLC | 37K | $1.53M | — | Held |
| Castleview Partners, LLC | 36.3K | $1.51M | — | Held |
| Procyon Advisors, LLC | 34K | $1.41M | — | Held |
| Clear Harbor Asset Management, LLC | 33.8K | $1.4M | — | Held |
| Focus Partners Wealth | 32.8K | $1.36M | — | Held |
| CWC Advisors, LLC. | 32K | $1.33M | — | Held |
| Arax Advisory Partners | 31.2K | $1.29M | — | Held |
| Sequoia Financial Advisors, LLC | 29.7K | $1.23M | — | Held |
| Keating Financial Advisory Services, Inc. | 28.8K | $1.19M | — | Held |
| Cadence Bank | 27.6K | $1.15M | — | Held |
| DiNuzzo Private Wealth, Inc. | 27.2K | $1.13M | — | Held |
| MPWM ADVISORY SOLUTIONS, LLC | 25.6K | $1.06M | — | Held |
| Robertson Stephens Wealth Management, LLC | 25.5K | $1.06M | — | Held |
| BENJAMIN EDWARDS INC | 25.3K | $1.05M | — | Held |
| MATHER GROUP, LLC. | 24.4K | $1.01M | — | Held |
| ORG Partners LLC | 23.6K | $979.5K | — | Held |
| Merk Investments LLC | 22.9K | $948.5K | — | Held |
| Ironsides Asset Advisors, LLC | 22.7K | $943.2K | — | Held |
| COMERICA BANK | 22K | $910.8K | — | Held |
| Mariner, LLC | 21.9K | $907.7K | — | Held |
| CASCADE INVESTMENT GROUP, INC. | 21.5K | $890.2K | — | Held |
| WHITE PINE CAPITAL LLC | 21K | $871.7K | — | Held |
| BankChampaign, National Association | 458 | $867.1K | — | Held |
| Financial & Tax Architects, LLC | 20.8K | $864.4K | — | Held |
| Wealth Quarterback LLC | 20.8K | $861.7K | — | Held |
| Daybright Advisory Services, Inc. | 20.6K | $854.3K | — | Held |
| Texas Yale Capital Corp. | 19.1K | $792.3K | — | Held |
| THOMPSON DAVIS & CO., INC. | 18.7K | $775.7K | — | Held |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 18.6K | $773.4K | — | Held |
| Steward Partners Investment Advisory, LLC | 16.3K | $674.8K | — | Held |
| JT Stratford LLC | 15.9K | $661.3K | — | Held |
| Icahn Capital | 15.9K | $659.3K | — | Held |
| Continuum Advisory, LLC | 15.6K | $648.7K | — | Held |
| SHUFRO ROSE & CO LLC | 15.4K | $638K | — | Held |
| VestGen Advisors, LLC | 15.2K | $631.7K | — | Held |
| Maridea Wealth Management LLC | 14.5K | $603K | — | Held |
| Whitaker-Myers Wealth Managers, LTD. | 14.5K | $600.9K | — | Held |
| Chicago Partners Investment Group LLC | 12.3K | $590.5K | — | Held |
| WHITTIER TRUST CO | 13.4K | $581K | — | Held |
| IHT Wealth Management, LLC | 13.9K | $578.6K | — | Held |
| Proficio Capital Partners LLC | 13.9K | $575.6K | — | Held |
| Ritter Daniher Financial Advisory LLC / DE | 13.6K | $565.6K | — | Held |
| SMITH, MOORE & CO. | 13.5K | $560.2K | — | Held |
| Pioneer Family Office, LLC | 13.5K | $559.6K | — | Held |
| Oliver Luxxe Assets LLC | 13.4K | $557.3K | — | Held |
| ABBINGTON INVESTMENT GROUP | 13.4K | $556K | — | Held |
| Perigon Wealth Management, LLC | 13.4K | $554.6K | — | Held |
| Wick Capital Partners, LLC | 13.3K | $553.3K | — | Held |
| Invst, LLC | 13.3K | $549.9K | $55.2K | Added$71.7K |
| NewEdge Advisors, LLC | 13.2K | $545.8K | — | Held |
| PFG Advisors | 12.9K | $534.2K | — | Held |
| Abacus Planning Group, Inc. | 12.8K | $531.7K | — | Held |
| Kestra Advisory Services, LLC | 12.8K | $530.6K | — | Held |
| COZAD ASSET MANAGEMENT INC | 12.1K | $501.9K | — | Held |
| DAVENPORT & Co LLC | 11.9K | $493.6K | — | Held |
| Beacon Bank & Trust | 11.3K | $468.8K | — | Held |
| Destiny Capital Corp/CO | 11.1K | $458.8K | — | Held |
| ROYAL BANK OF CANADA | 10.5K | $438K | — | Held |
| Snider Financial Group | 10.5K | $436.9K | — | Held |
| EverSource Wealth Advisors, LLC | 10.4K | $429.5K | — | Held |
| Cerity Partners LLC | 9.88K | $409.7K | — | Held |
| Veracity Capital LLC | 9.86K | $409K | — | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | 9.84K | $408.3K | — | Held |
| Keystone Financial Group | 9.8K | $406.6K | — | Held |
| SAGESPRING WEALTH PARTNERS, LLC | 9.78K | $405.8K | — | Held |
| Stirlingshire Investments, Inc. | 8.96K | $371.5K | — | Held |
| Kovack Advisors, Inc. | 8.91K | $369.6K | — | Held |
| MGO ONE SEVEN LLC | 8.78K | $364.3K | — | Held |
| NBC SECURITIES, INC. | 8.68K | $360K | — | Held |
| WOLFF WIESE MAGANA LLC | 8.24K | $341.6K | — | Held |
| AE Wealth Management LLC | 8.14K | $337.7K | — | Held |
| Kiker Wealth Management, LLC | 8.11K | $336.4K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 8.1K | $335.8K | — | Held |
| Pure Financial Advisors, LLC | 8.08K | $335.1K | — | Held |
| FAGAN ASSOCIATES, INC. | 7.91K | $328.1K | — | Held |
| Beacon Pointe Advisors, LLC | 7.78K | $322.9K | — | Held |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.52K | $311.9K | — | Held |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 7.5K | $311.1K | — | Held |
| First Heartland Consultants, Inc. | 7.5K | $311.1K | — | Held |
| CWA Asset Management Group, LLC | 7.48K | $310.2K | — | Held |
| M Wealth Management, LLC | 7.37K | $305.8K | — | Held |
| STEPHENS INC /AR/ | 7.06K | $292.8K | — | Held |
| Orion Porfolio Solutions, LLC | 7K | $290.4K | — | Held |
| IEQ CAPITAL, LLC | 6.95K | $288.3K | — | Held |
| Vise Technologies, Inc. | 6.91K | $286.6K | — | Held |
| Main Street Group, LTD | 6.88K | $285.6K | — | Held |
| Edge Financial Advisors LLC | 6.8K | $282.2K | — | New |
| Wealth Management Associates, Inc. | 6.75K | $280.2K | — | Held |
| Garden State Investment Advisory Services LLC | 6.75K | $279.8K | — | Held |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 6.68K | $277K | — | Held |
| BANK OF AMERICA CORP /DE/ | 6.53K | $270.7K | — | New |
| Spectrum Planning & Advisory Services Inc. | 6.51K | $270.2K | — | Held |
| BlackRock, Inc. | 6.5K | $269.6K | — | Held |
| Reliant Wealth Planning | 6.39K | $265.1K | — | Held |
| Global Retirement Partners, LLC | 6.31K | $261.6K | — | Held |
| Geneos Wealth Management Inc. | 6.22K | $258K | — | Held |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 6.2K | $257.2K | — | Held |
| U.S. Capital Wealth Advisors, LLC | 6.1K | $253K | — | Held |
| Vontobel Holding Ltd. | 6K | $248.9K | — | Held |
| Diversified Enterprises, LLC | 5.88K | $243.9K | — | Held |
| RS CRUM INC. | 5.86K | $243.1K | — | Held |
| Golden State Wealth Management, LLC | 5.85K | $242.8K | — | Held |
| Gateway Wealth Partners, LLC | 5.81K | $241K | — | Held |
| Dakota Wealth Management | 5.68K | $235.8K | — | Held |
| GWN SECURITIES INC. | 5.6K | $232.3K | — | Held |
| IvyRock Asset Management (HK) Ltd | 2.7K | $231.6K | — | Held |
| L & S Advisors Inc | 5.55K | $230.2K | — | Held |
| TWO SIGMA SECURITIES, LLC | 5.53K | $229.3K | — | Held |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.5K | $228.1K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 5.36K | $222.1K | — | New |
| Private Advisor Group, LLC | 5.26K | $218K | — | Held |
| FIDUCIARY FINANCIAL GROUP, LLC | 5.1K | $211.5K | — | Held |
| Shelter Rock Management, LLC | 5.05K | $209.6K | — | Held |
| MidFirst Bank | 5K | $207.4K | — | Held |
| Cape Investment Advisory, Inc. | 4.97K | $206.1K | $21.3K | Cut−$35.4K |
| EXENCIAL WEALTH ADVISORS, LLC | 4.96K | $205.8K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.96K | $205.7K | — | Held |
| Sowell Financial Services LLC | 4.92K | $204.3K | — | Held |
| TTP Investments, Inc. | 4.9K | $203.2K | — | Held |
| HM PAYSON & CO | 4.55K | $188.7K | — | Held |
| UBS Group AG | 4.29K | $177.9K | — | Held |
| WHITTIER TRUST CO OF NEVADA INC | 3.58K | $154.7K | — | Held |
| HARBOUR INVESTMENTS, INC. | 3.7K | $153.6K | — | Held |
| MAI Capital Management | 3.4K | $141K | — | Held |
| PRIVATE TRUST CO NA | 2.73K | $113.2K | — | Held |
| ASSETMARK, INC | 2.68K | $111.1K | — | Held |
| Sound Income Strategies, LLC | 2.28K | $100.5K | — | Held |
| Salomon & Ludwin, LLC | 2.08K | $89K | — | Held |
| Wealth Enhancement Trust Services, Inc. | 2.09K | $86.8K | — | Held |
| Fidelity | 2.06K | $85.6K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.01K | $83.5K | — | Held |
| North Star Investment Management Corp. | 2K | $83K | — | Held |
| CoreCap Advisors, LLC | 1.87K | $77.7K | — | Held |
| BNP PARIBAS FINANCIAL MARKETS | 1.86K | $77.2K | — | Held |
| VAN ECK ASSOCIATES CORP | 1.84M | $76.5K | — | Held |
| WELLS FARGO & COMPANY/MN | 1.82K | $75.6K | — | Held |
| Ares Financial Consulting, LLC | 1.72K | $71.5K | — | Held |
| Financial Network Wealth Advisors LLC | 1.7K | $70.6K | — | Held |
| Legacy Wealth Managment, LLC/ID | 1.66K | $68.9K | — | Held |
| BROWN BROTHERS HARRIMAN & CO | 1.42K | $58.7K | — | Held |
| Parallel Advisors, LLC | 1.01K | $41.9K | — | Held |
| Plante Moran Financial Advisors, LLC | 911 | $37.8K | — | Held |
| MCGUIRE CAPITAL ADVISORS INC | 900 | $37.3K | — | Held |
| HOLLENCREST CAPITAL MANAGEMENT | 860 | $35.7K | — | Held |
| Archer Investment Corp | 850 | $35.3K | — | Held |
| Wealth Preservation Advisors, LLC | 800 | $33.2K | — | Held |
| ATWOOD & PALMER INC | 749 | $31.1K | — | Held |
| IFP Advisors, Inc | 722 | $29.9K | $2.85K | Added$5.22K |
| Cambridge Investment Research Advisors, Inc. | 708.8K | $29.4K | — | Held |
| PNC Financial Services Group, Inc. | 608 | $25.2K | — | Held |
| SJS Investment Consulting Inc. | 500 | $20.7K | — | Held |
| Richardson Capital Management LLC | 421 | $17.5K | — | Held |
| Euro Pacific Asset Management, LLC | 398.1K | $16.6K | — | Held |
| Noble Wealth Management PBC | 226 | $9.37K | $969 | Cut−$3.27K |
| Game Plan Financial Advisors, LLC | 150 | $6.22K | — | Held |
| Virtu Financial LLC | 122.8K | $5.09K | — | Held |
| CENTAURUS FINANCIAL, INC. | 105.4K | $4.37K | — | Held |
| BARD ASSOCIATES INC | 100 | $4.15K | — | Held |
| SageView Advisory Group, LLC | 95 | $3.94K | — | Held |
| USAdvisors Wealth Management, LLC | 66.8K | $2.77K | — | Held |
| Ameritas Investment Partners, Inc. | 66 | $2.74K | — | Held |
| Sunbelt Securities, Inc. | 50 | $2.07K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 38 | $1.58K | — | Held |
| FLOW TRADERS U.S. LLC | 30.7K | $1.27K | — | Held |
| Westend Capital Management, LLC | 30 | $1.24K | — | Held |
| Janney Montgomery Scott LLC | 19.2K | $794 | — | Held |
| Smartleaf Asset Management LLC | 13 | $543 | — | Held |
| CWM, LLC | 11.7K | $486 | — | Held |